TMFS vs DFAS

ATMFS

BDFAS

Measures won0–6DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common1.9%TMFS and DFAS

TMFS

DFAS

Motley Fool Small-Cap Growth ETF · $53MDimensional - US Small Cap ETF · $33.7B

+10.1%3 years · per year$13,354 · $16,130+17.3%

−2.3%5 years · per year$8,892 · $13,927+6.8%

0.85%Expense ratio$85 · $30 on $10k · lower wins0.30%

0.00%12-mo yield$0 · $103 on $10k1.03%

−15.7%Worst dropSmaller wins−9.4%

19.3%VolatilityLower wins15.7%

0–6DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTMFS · DFAS

4.8%HQY0.2%

3.9%SNEX0.1%

2.8%FTDR0.1%

4.7%GXO0.1%

Held in common1.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	−0.3%	−0.9%	+2.5%	+10.1%	−2.3%	−15.7%	$53M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	−0.3%	−0.9%	+2.5%	+10.1%	−2.3%	−15.7%	$53M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TMFS vs DFAS

TMFS

Motley Fool Small-Cap Growth

$8,892

DFAS

Dimensional - US Small Cap

$13,927

MeasureTMFSDFAS

Fee0.85%0.30%

Cost on $10k a year$85$30

Yield0.00%1.03%

5 years, per year−2.3%+6.8%

3 years, per year+10.1%+17.3%

Worst drop · 1Y−15.7%−9.4%

Volatility · 1Y19.3%15.7%

6–0measures won
DFAS first

1.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TMFS, DFAS, IJR

Today

34.5%most shared, DFAS and IJR

TMFSDFASIJR

TMFS—1.9%2.5%

DFAS1.9%—34.5%

IJR2.5%34.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee